RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
2Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
3Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
4Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
5Archer Investment Management, LLC$218,991$125,481,719$125,481,719
6Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
7Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
8Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
9Avion Wealth, LLC$319,724$500,687,553$500,687,553
10Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
11Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
12Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
13BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
14Bonner & Smith, LLC$851,370$202,626,111$202,626,111
15Brazos Capital, LLC$414,096$113,462,403$113,462,403
16Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
17Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
18Centered Wealth, LLC$605,419$115,635,029$115,635,029
19CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
20CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
21Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
22Clare Market Investments, LLC$591,428$370,234,000$370,234,000
23Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
24Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
25Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
26Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
27Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
28Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
29Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
30Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
31Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
32D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
33Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
34Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
35Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
36Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
37Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
38Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
39Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
40FCA Corp$691,452$400,081,062$52,128,867$452,209,929
41Financial Innovations LLC$258,129$144,552,134$144,552,134
42Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
43Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
44Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
45First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
46Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
47Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
48Fortiter Wealth Management, LLC$1,991,059$324,289,830$2,243,926$326,533,756
49Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
50Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Database last updated on June, 2020.